Security Data Filters not working for HR Case tables
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2 hours ago
Hello HRSD community.
My organization currently uses Data Filtration to secure some HR Case and HR Tasks records. I have learned that Data Filtration is being deprecated and being replaced with the new "Security Data Filter" functionality:
I have built a new security rule using a Security Data Filter but it is not functioning at all.
Here is the Security Data Filter record:
You can see that I have applied a filter condition so that the scope of the Data Filter includes cases created after a certain date and are assigned to a particular assignment group. It successfully found 1 record matching that condition, which I know is the correct record.
Here is the Security Attribute:
You can see that I set the Type to "compound", then used the Group attribute to specify either the assignment group I listed in the Data Filter or our HR Core Admin group.
The "HR for HR" group I included in each record has only 1 group member, so if I log in as an HR Agent other than that member, I should not see the record assigned to the group. But I am seeing it as invalid agents:
As far as I can tell, the Security Data Filter is totally inoperable. What am I missing?
Thank you!